Seasonal Tax Associate — In-Office Training & Client Focus

H&R Block, Inc.; Colma (CA); On-site; USD 24,000 - 32,000; Full time

Job summary

H&R Block in California is seeking a seasonal Tax Associate to meet with clients, gather tax information, and prepare tax returns with guided training from experienced teammates.

Role emphasizes clear communication, identification of tax savings, and building client relationships. In-person position at a local H&R Block tax office during tax season with opportunities to grow earnings through knowledge and performance.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers or clients in a service-oriented environment
• Strong communication skills, including explaining information clearly and asking questions to understand needs
• Problem-solving skills, including organizing information and identifying solutions
• Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT
• High school diploma / GED/ equivalent

Responsibilities

• Meet with clients to gather information and understand their tax situation
• Prepare complete and accurate tax returns with training and support from experienced teammates
• Explain tax information clearly and provide recommendations in a way clients can easily understand
• Identify tax savings opportunities and recommend relevant products and services
• Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Skills

Communication

Customer service

Problem solving

Digital tools

Teamwork

Education

High school diploma or GED

Bachelor's degree in accounting/finance

Job description

H&R Block in California is seeking a seasonal Tax Associate to meet with clients, gather tax information, and prepare tax returns with guided training from experienced teammates.

Role emphasizes clear communication, identification of tax savings, and building client relationships. In-person position at a local H&R Block tax office during tax season with opportunities to grow earnings through knowledge and performance.